『Financial Advisor Marketing Podcast』のカバーアート

Financial Advisor Marketing Podcast

Financial Advisor Marketing Podcast

著者: James Pollard
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Financial advisors, does this sound familiar? You're barraged with people and companies who promise to help you get six thousand new clients in thirty seconds or less as long as you follow their magic tip, trick, or tactic. If so, take a deep breath and relax because that is NOT what this show is about. Lol. Hi, I'm James Pollard. I'm the founder of TheAdvisorCoach.com and host of the "Financial Advisor Marketing" podcast. This podcast is rooted in timeless principles designed to help financial advisors attract their ideal audiences, forge authentic relationships, and build deep roots with prospective clients. If you listen to this podcast, I think you'll find three things to be true: First, the information shared in this podcast is deceptively simple. This means you don't have to be a genius or marketing expert to get results. I take immense pride in keeping things simple. Let everyone else chase complexity. Second, the episodes are chock-full of data, research, and studies. This means advisors can do their due diligence on marketing strategies and make informed decisions about how they'd like to build their businesses. And third, I don't take myself too seriously. I joke around, laugh, and have fun. If any of this appeals to you, I encourage you to listen. ~James PollardCopyright 2018-2026 マーケティング マーケティング・セールス 個人ファイナンス 経済学
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  • How I'd Get Five Clients in 90 Days With No Marketing Budget
    2026/06/08

    I am tired of financial advisors telling me that they cannot grow but they just don't have the budget for paid ads. In almost every case, this is an excuse. And a rotten excuse at that.

    These advisors think their lack of marketing spend is the reason they can't grow. But the true problem is much deeper than that. Your lack of marketing is a symptom of the deeper problem. And I prove it in this episode.

    In today's show, I take you through step-by-step detail about how I'd land 5 financial advisory clients in the next 90 days with no website traffic, no email list, no social proof, and no marketing budget.

    If you follow this 7-step system to the T, I'll be shocked if you only end up with 5 clients. It's possible you end up with several more.

    But the truth?

    Most advisors will get no clients from this because they won't implement it.

    Which advisor will you be?

    Listen now.

    Show highlights include:

    • The "Lipstick on a Pig" secret behind why most of your marketing efforts produce no tangible results (1:28)

    • How I would go about landing 5 new financial advisory clients in the next 90 days if I had no website traffic, no email subscribers, and zero dollars in marketing budget (1:57)

    • Why skipping the critical "reverse engineering" step when trying to fill your pipeline is a recipe for wasted time, frustration, and a gaping hole in your client roster (5:21)

    • If you follow this 7-step framework to a T, you almost have to try to land fewer than 5 clients in 90 days (6:17)

    • The 3 ingredients your financial advisory business must to attract clients have when you have no money to spend on advertising (7:41)

    • How to potentially find high-quality clients who already trust you with nothing more than a spreadsheet and your noggin (10:01)

    • The cold, hard truth about why you're not getting any pipeline traction with LinkedIn (and why it's not all your fault) (16:46)

    • 4 elements to include in the title of your marketing asset that makes it irresistible to your niche (19:29)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    28 分
  • How To Make Niche Marketing 10X Easier
    2026/06/01

    The single most effective, fulfilling, and fun way to market your financial services is by leveraging the incredible powers of niche marketing.

    But if you're like most advisors, you go about picking a niche in a completely backwards way, burning out before getting any real traction, and giving up way too soon.

    That's why I recorded this episode.

    If you listen to it, then implement what's discussed, I have no doubt that niche marketing will become at least 10X easier, 10X more profitable, and even 10X more fun.

    Best part?

    Nothing about it is difficult. Especially when compared to what you've been doing up until today.

    Stop playing the marketing game on expert difficulty.

    Listen now to lower the difficulty to easy.

    Show highlights include:

    • The single dumbest way to pick a niche (and why nearly every financial advisor messes this up) (0:32)

    • 3 questions to ask when picking a niche to make it 10x easier (and a rarely mentioned 4th question that pours gasoline on the fire) (1:50)

    • Why picking your niche like you pick food from a menu is completely backwards and only causes frustration and wasted opportunity cost (2:22)

    • The #1 cause of financial advisor burnout that nobody talks about and is easily avoidable when you follow the advice given at (5:58)

    • The secret that separates advisors who build amazing businesses very quickly from financial advisors who have to grind and hustle and never reach the upper echelon of success (7:26)

    • Why leveraging "homophily" (a fancy sounding word with a simple concept) will forever change how you see, and profit from, niche marketing (10:28)

    • 4 weird ways to "borrow" credibility from people and experiences your niche naturally likes and trusts (13:14)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    21 分
  • This Separates Ethical Advisors From Manipulative Ones
    2026/05/25

    Ethical persuasion is your professional obligation to your prospective clients.

    But most advisors don't believe this because they fall into one of two extremes:

    They either ditch the "ethical" part and dive into unethical manipulation tactics to trick their prospects into forking over their hard-earned money…

    Or they think the complete opposite: That persuasion is beneath them. And thus, don't try to persuade prospective clients at all.

    Both of these extremes are dead wrong. And if you're committing either one, you're building a business on quicksand.

    Today's show makes the case that ethical persuasion is your obligation.

    You'll discover the difference between ethical marketing and manipulative marketing, you'll learn why being ethical is often more persuasive, and you'll leave knowing how to spot manipulative tactics anywhere.

    Listen now.

    Show highlights include:

    • Why you don't need to be manipulative in order to be persuasive (and how misunderstanding the difference causes the slow and painful death of your business) (5:48)

    • A simple 3-part test you can use to determine whether something is manipulative or not (6:29)

    • Why it's ethical to leverage the incredible power of emotions when persuading someone to take your desired action (12:13)

    • 3 signs that a financial advisor has crossed from ethical persuasion into manipulation territory (13:06)

    • Why acting like persuasion is beneath you as an advisor will just make prospective clients go to an advisor who actually cares about their future (17:17)

    Since you listen to this podcast, I want to give you a gift:

    If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

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    23 分
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